13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001664713-25-000001
Total Value
$3.7M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 618,545 | $260,717 | 6.96% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,255,214 | $247,892 | 6.61% |
| 3 | ALPHABET INC | GOOG | 1,211,713 | $230,759 | 6.16% |
| 4 | AMAZON COM INC | AMZN | 980,344 | $215,078 | 5.74% |
| 5 | MASTERCARD INC | MA | 320,958 | $169,007 | 4.51% |
| 6 | LINDE PLC | LIN | 380,069 | $159,123 | 4.25% |
| 7 | S&P GLOBAL INC | SPGI | 304,837 | $151,818 | 4.05% |
| 8 | META PLATFORMS INC | META | 256,615 | $150,251 | 4.01% |
| 9 | BROADCOM INC | AVGO | 638,188 | $147,958 | 3.95% |
| 10 | DANAHER CORP DEL | 235851102 | 576,172 | $132,260 | 3.53% |
| 11 | CME GROUP INC | CME | 556,034 | $129,128 | 3.45% |
| 12 | EQUIFAX INC | EFX | 506,563 | $129,098 | 3.44% |
| 13 | TRANSDIGM GROUP INC | TDG | 97,206 | $123,187 | 3.29% |
| 14 | UBER TECHNOLOGIES INC | UBER | 2,041,646 | $123,152 | 3.29% |
| 15 | ALLEGION PUB LTD CO | ALLE | 843,765 | $110,263 | 2.94% |
| 16 | APPLIED MATLS INC | 038222105 | 675,688 | $109,887 | 2.93% |
| 17 | MSCI INC | MSCI | 180,775 | $108,467 | 2.89% |
| 18 | AIRBNB INC | ABNB | 806,748 | $106,015 | 2.83% |
| 19 | NETFLIX INC | NFLX | 115,438 | $102,892 | 2.75% |
| 20 | SALESFORCE COM INC | CRM | 303,327 | $101,411 | 2.71% |
| 21 | ADOBE SYSTEMS INCORPORATED | ADBE | 225,716 | $100,371 | 2.68% |
| 22 | MCDONALDS CORP | MCD | 338,176 | $98,034 | 2.62% |
| 23 | BAKER HUGHES COMPANY | BKR | 2,312,473 | $94,858 | 2.53% |
| 24 | ZOETIS INC | ZTS | 577,832 | $94,146 | 2.51% |
| 25 | ACCENTURE PLC IRELAND | ACN | 239,372 | $84,209 | 2.25% |
| 26 | HDFC BANK LTD | HDB | 1,274,348 | $81,380 | 2.17% |
| 27 | ANSYS INC | 03662Q105 | 207,034 | $69,839 | 1.86% |
| 28 | COOPER COS INC | 216648402 | 727,771 | $66,904 | 1.79% |
| 29 | SCHLUMBERGER LTD | SLB | 323,314 | $12,396 | 0.33% |
| 30 | GRAB HOLDINGS LIMITED | GRABW | 2,420,540 | $11,425 | 0.30% |
| 31 | AMDOCS LTD | DOX | 107,350 | $9,140 | 0.24% |
| 32 | AON PLC | AON | 24,281 | $8,721 | 0.23% |
| 33 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 72,300 | $8,118 | 0.22% |